1. FALL CONFERENCE AUGUST 2015 Donna Billiard Wright - IHCDA Ray Judy – IHCDA Pamela Emery – IHCDA Steve Osborne - IHCDA Emily Evans – Healthy Homes Intern

2. WELCOME Thank you for being here! Please complete surveys! Weatherization Round Table Sessions

3. IHCDA’s Vision and Mission Our Vision for Indiana: An Indiana with a sustainable quality of life for all Hoosiers in the community of their choice. Our Mission: To provide housing opportunities, promote self-sufficiency, and strengthen communities. To accomplish this we will: 1.Promote place-based initiatives that will allow Hoosiers opportunities to improve their quality of life. 2.Create and preserve housing for Indiana’s most vulnerable population. 3.Enhance self-sufficiency initiatives in existing programs. 4.Improve our efficiency by expanding Continuous Improvement, including LDMS, to all of IHCDA

4. INCAA Now on Social Media  Find them on Twitter: @IntelligentWX  Find them on Facebook: ​ Intelligent Weatherization INCAA Contract  Classroom requirement lowered from five to three  As needed T&TA added  Added an additional SATT and Competency Maintenance – total of three each  Program Managers need to be proactive in utilizing the availability of available training

5. DOE GUIDANCE Waptac.org  Federal information moving to DOE’s website  Waptac may “go down” due to NASCSP’s reduced DOE funding  DOE’s website is found at: http://www.energy.gov/search/site/weatherization http://www.energy.gov/search/site/weatherization

6. DOE UPDATES  $7,000.00 average cost per home  Development of multi-family QCI training  Reauthorization for WAP in process in Congress  Variances Approved  Will be attached as appendances to the updated Policy Manual

7. DOE REQUIREMENTS Alignment of Field Guide with SWS  Standard Work Specifications (SWS)  Effective April 1, 2015  Let INCAA & IHCDA know concerns and questions  Have you received any feedback so far?  How do you know staff and contractors are using and following the new guidelines and information?  How are staff and contractors accessing the information?

8. QCI REQUIREMENTS Implementation of DOE Quality Control Inspector Certification  Became effective April 1, 2015  35 QCI’s in WX Network  7 QCI’s combined between INCAA & IHCDA DOE Timeline  Effective April 1, 2015 every DOE completion must be inspected by QCI certified individual  Effective April 1, 2015 the person performing the initial audit cannot perform final inspection

9. QCI ISSUES Discussion for Thursday morning Round Table  What have been the complications so far?  Have re-works increased?  What are the biggest concerns moving forward? Reminder  Using contractors or another sub-grantee, timing for inspections at the close of a grant or other high volume time periods  Testing payment points in INCAA’s contract

10. TRAINING Semi Annual Technical Trainings [SATTs]  Dates set (held at INCAA)  Optimizing WX Resources for Auditors  September 1, 2015 – NCCAA  September 2, 2015 – INCAA  September 3, 2015 – SCCAP  Energy Auditor (SATT)- September 10, 2015  Mechanical (SATT)- February 24, 2016  On INCAA’s website now & registration is open  Intended for larger audiences [75 per venue]  Please take advantage of this training!

11. TRAINING DOE Energy Auditor Training  INCAA has developed transitional training  Completed and on INCAA’s schedule  Testing payment points in INCAA contract for national Energy Auditor Certification  Written and skills testing available  Seven DOE/BPI Energy Auditors in Indiana  Four within INCAA  Three within the WX Network

12. TRAINING No-Shows & Cancellations  Implemented January 1, 2015  No shows: $50.00 charge  Cancellations within two days of class: $25.00 charge  Funds are payable to INCAA and put into the Wx training programs – PAYMENT IS REQUIRED!!  Failure to pay could result in inability to register for future classes  Since January 1 st : ‐ Six late cancellations ‐ Fourteen no-shows ‐ $975.00 in fees

13. PROGRAM UPDATES Financial Monitoring  Combined Monitoring Has Begun  Engaging Solutions chosen as contractor  CSBG, EAP, WX and IDA will eventually be monitored at same time  Year one includes WX Financial Monitoring  Year two includes WX Financial & File Monitoring

14. MONITORING UPDATES Monitoring Schedule  Engaging Solutions will perform visits May 2015 – April 2016  Steve will continue to schedule his visits as production is completed  Three sub-grantees have received monitoring visits  By the end of August five sub-grantees will have received monitoring visits Monitoring Issues  Wait lists  Zero Income Form – failing to notarize  Copy complete file for technical monitoring visits  Inventory tracking

15. DRAFT POLICY MANUAL UPDATES Section 100: No significant changes Section 200: The following are now requirements instead of recommendations:  Section 202: Applicant Deferral Notification Letter- must include the detailed process described in Section 103 of the manual  Section 202: Heating system form- must be completed during the initial inspection of the system on every home  Section 202: Gas Cook Stove Form- Any information regarding the appliance condition, operation, or repair must be noted on this form

16. DRAFT POLICY MANUAL UPDATES Section 300:  Section 302.9: Fuel Switching- The fuel switch request must include a properly completed NEAT or MHEA run. http://www.waptac.org/data/files/website_docs/government/g uidance/2015/wap%20memorandum%20011%20clarificatio n%20on%20fuel%20switching%2005%2006%2015.pdf Section 400:  Section 401: Budget modification forms may be submitted via email for processing, hard copy original no longer required.

17. DRAFT POLICY MANUAL UPDATES Section 500:  Section 502.5: Request for Qualifications and Request for Proposals- Sub-grantees are encouraged to seek out assistance from their counterparts within Indiana’s Weatherization Network who have the capacity to provide support or take on additional work. This step could result in avoiding the need for the RFQ or RFP process.  Section 503.1: Average cost increase: Base up to $7,000 from $6,000 Mechanical up to $4,500 from $3,000 CI up to $11,500 from $10,000

18. DRAFT POLICY MANUAL UPDATES Section 600:  Section 604.1:  Continuing Education Units (CEUs)- required CEU’s decrease from 24 to 16  SATTs and Competency Maintenance Trainings will continue to count 4 CEUs  All other trainings will be rated as hour for hour

19. DOE FUNDING UPDATES 2013-2014 Allocation: $3,876,713.00  Network Closed Out at 83% and Weatherized 541 homes 2014-2015 Allocation: $4,752,406.00  Network Closed Out at 94% and Weatherized 617 homes 2015-2016 Allocation: $5,183,585.00  As of Aug 10, the Network has claimed 13%

20. LIHEAP FUNDING UPDATES 2012-2013 Allocation: $14,257,573  Network Closed Out at 87% 2013-2014 Allocation: $11,059,599  Network Closed Out at 90% 2014-2015 Allocation: $9,718,101  As of August 10, the Network had claimed 58%

21. STATE LIHEAP FUNDING UPDATES 2012-2013 Allocation: $924,925.00  Network Closed Out at 88% 2013-2014 Allocation: $382,794.00  Network Closed Out at 69% 2014-2015 Allocation: $774,667.00  As of August 10, the Network had claimed 39 %

22. TO SPEND IT OR NOT? Benchmarks  Agency established  Reviewed quarterly  Could result in decrease or increase in funding Expenditure Trends – Average Cost per Home  Average BASE cost increased to $7000.00  Average Mechanical cost increase to $4500.00 (proposed) Future Spending Capacities  What is your comfort level?

23. HEALTHY HOMES TEASER SECTION 900  Thinking Outside the Box  Funding Considerations

24. QUESTIONS OR CONCERNS  Any final questions or concerns for IHCDA?  Please complete survey!  Thank you for being here!